We help management to set and implement Customer Centric performance strategies stage by stage. Central to our services are the business benefits. Your results come from our clear identification of value so that the project will fund itself over the chosen timeframe. Our guiding principle is for our engagements to earn their keep. The outcomes include front line behaviors that support the brand, enhance customer experience, and generate revenue and margin lift.
Examples of Services Provided
Customer relationship strategies, brand effectiveness, business requirements, and value management
- Developed an event trigger strategy, business case, business requirements and performance metrics for a large retail bank
- Prepared a CRM strategy and action plan for an insurance company seeking actionable information about its client relationships
- Created conceptual designs and implementation plans for several client relationship solutions in banking, trading and managed health care
- Advised on a business plan and implementation needs for a technology company to target electronic commerce in financial services
- Created and led a successful marketing strategy in the financial services industry for a leading high technology company
- Conducted market research of customer needs for a financial institution, and developed a marketing plan that launched several new products
- Advised two companies on merging their businesses, and prepared a business plan for the merged entity
- Developed an innovative bank business impact model to help deliver business value in one-to-one marketing
- Specified ROI criteria and justification for best-in-class customer value measurement and helped with successful implementation
- Developed numerous business justifications
- Built business architectures for business intelligence
Performance improvement, metrics, and organizational development
- Provided career planning to staff with executive potential in a major financial institution
- Developed a performance structure and plan for culture change for a professional firm
- Helped a major technology company develop and execute a bid strategy on a major contract
- Designed and implemented knowledge management, teamwork plans, and shared learning
Business process improvement, risk management
- Re-engineered the business processes of an outsourcer to the banking industry
- Designed a foreign exchange trading system including a facility for major clients to transact in the currency of choice
- Managed a profitable $30 millioncorporate investment portfolio to maximize return on surplus funds
- Implemented several acquisitions in a variety of industries, as well as disposals of units which did not fit the corporate strategy
- Assisted in a technology business start up, advising on structure, financing arrangements and organization
- Reorganized a financial department, and implemented a computerized management and financial information system
- Advised on investment and borrowing strategy including asset/liability, interest rate exposure and foreign exchange management
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